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Enable Multiple Entities
Enable Multiple Entities

How to turn on Multiple Entities to be able to create proposals for multiple clients or companies.

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Written by Support
Updated over 6 months ago

To be able to create proposals for multiple companies or clients, you first need to enable multiple entities within your settings.

  1. Log in as an admin.

  2. Click Configure.

  3. Click Pricing tool set up.


  4. Click the Multiple Entities tab.

  5. Here you can select to enable Multiple Entities.

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